Could we please have the ability to filter using all fields? Or at least the core ones, like assigned admin, adviser, next review date etc.
And have these available for reporting also please.
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Accepting Feedback
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Over 3 years ago

Stuart Boyle
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Accepting Feedback
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Over 3 years ago

Stuart Boyle
Get notified by email when there are changes.